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Farther Finance Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Farther Finance Advisors’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$54.3K Hold
4,064
– – ﹤0.01% 3343
2026
Q2 		$57.2K Hold
4,064
– – ﹤0.01% 3141
2026
Q1 		$56.4K Hold
4,064
– – ﹤0.01% 2910
2025
Q4 		$59.1K Buy
+4,064
New +$59.7K ﹤0.01% 2705

Other funds holding DLY

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Farther Finance Advisors's DLY Position: Q3 2026 in Review

Farther Finance Advisors held its DoubleLine Yield Opportunities Fund (DLY) position steady in Q3 2026 at 4,064 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3343.

Farther Finance Advisors first reported a position in DLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $59.1K in Q4 2025. 7 funds tracked by Wall St. Rank hold DLY as of Q3 2026.

  • Farther Finance Advisors held 4,064 shares of DoubleLine Yield Opportunities Fund worth $54.3K as of Q3 2026.
  • Farther Finance Advisors left its DoubleLine Yield Opportunities Fund share count unchanged in Q3 2026.
  • DoubleLine Yield Opportunities Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3343 holding.
  • Farther Finance Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's DoubleLine Yield Opportunities Fund position peaked at $59.1K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.